Valley National Advisers’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57K | Hold |
170
| – | – | 0.01% | 372 |
|
|
2025
Q1 | $52K | Hold |
170
| – | – | 0.01% | 370 |
|
|
2024
Q4 | $54K | Hold |
170
| – | – | 0.01% | 346 |
|
|
2024
Q3 | $53K | Sell |
170
-16
| -9% | -$4.99K | 0.01% | 351 |
|
|
2024
Q2 | $55K | Hold |
186
| – | – | 0.01% | 379 |
|
|
2024
Q1 | $53K | Hold |
186
| – | – | 0.01% | 396 |
|
|
2023
Q4 | $48K | Hold |
186
| – | – | 0.01% | 409 |
|
|
2023
Q3 | $44K | Hold |
186
| – | – | 0.01% | 401 |
|
|
2023
Q2 | $46K | Hold |
186
| – | – | 0.01% | 398 |
|
|
2023
Q1 | $42K | Hold |
186
| – | – | 0.01% | 407 |
|
|
2022
Q4 | $40K | Hold |
186
| – | – | 0.01% | 404 |
|
|
2022
Q3 | $38K | Hold |
186
| – | – | 0.01% | 406 |
|
|
2022
Q2 | $40K | Hold |
186
| – | – | 0.01% | 379 |
|
|
2022
Q1 | $47K | Hold |
186
| – | – | 0.01% | 380 |
|
|
2021
Q4 | $49K | Hold |
186
| – | – | 0.01% | 369 |
|
|
2021
Q3 | $45K | Hold |
186
| – | – | 0.01% | 354 |
|
|
2021
Q2 | $45K | Hold |
186
| – | – | 0.01% | 356 |
|
|
2021
Q1 | $42K | Hold |
186
| – | – | 0.01% | 346 |
|
|
2020
Q4 | $39K | Hold |
186
| – | – | 0.01% | 344 |
|
|
2020
Q3 | $35K | Hold |
186
| – | – | 0.01% | 320 |
|
|
2020
Q2 | $32K | Hold |
186
| – | – | 0.01% | 327 |
|
|
2020
Q1 | $26K | Hold |
186
| – | – | 0.01% | 343 |
|
|
2019
Q4 | $33K | Hold |
186
| – | – | 0.01% | 357 |
|
|
2019
Q3 | $31K | Hold |
186
| – | – | 0.01% | 359 |
|
|
2019
Q2 | $30K | Hold |
186
| – | – | 0.01% | 340 |
|
|
2019
Q1 | $29K | Hold |
186
| – | – | 0.01% | 343 |
|
|
2018
Q4 | $26K | Buy |
+186
| New | +$26K | 0.01% | 325 |
|
|
2017
Q2 | – | Sell |
-172
| Closed | -$23K | – | 625 |
|
|
2017
Q1 | $23K | Buy |
+172
| New | +$23K | 0.01% | 312 |
|